See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $79,667 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $27,096 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,464 | $55,415-70.3% | $155,509-89.4% | $74,495-77.9% |
| Participation rate | 70.6% | 61.9%+8.7pp | 78.2%-7.6pp | 67.2%+3.4pp |
| Annual return | 15.19% | 268.50%-253.3pp | 64.67%-49.5pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $686 | $2,267-69.7% | $4,672-85.3% | $2,623-73.9% |
| Participant deferral / active EE | $5,498 | $2,836+93.9% | $5,626-2.3% | $4,346+26.5% |
| Admin fee / account holder | $245 | $1,738-85.9% | $15,912-98.5% | $1,942-87.4% |